# Steven Zorn

> Steven Zorn is a fee-only financial advisor at Oder Investment Management in Woodland Hills, California. Steven charges a percentage of assets and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/steven-zorn/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Oder Investment Management
- **Based in:** Woodland Hills, California
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $366.7M across 584 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Pension planning
- **CRD:** 4096534 (https://adviserinfo.sec.gov/individual/summary/4096534)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 66 (2006)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.oderllc.com

## Frequently asked questions

### Is Steven Zorn a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Oder Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Steven charge for financial advice?

Steven charges a percentage of assets.

### Where is Steven Zorn based?

Steven Zorn is based in Woodland Hills, California.

### What does Steven specialize in?

Steven's specialties include retirement planning, tax planning, estate & legacy planning and pension planning.

### Is Steven Zorn registered with the SEC?

Yes. Steven Zorn is registered as an investment adviser representative in CA and TX (CRD 4096534), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Oder Investment Management manage?

Oder Investment Management reports $366.7M across 584 accounts in assets under management.

### How do I contact Steven Zorn?

Through Steven's website, www.oderllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4096534): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.oderllc.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.